Lankford Capital|Lankford Metals
Lankford Capital
Advisory Services · Fractional CFO

Fractional CFO as a Service.

Senior-level financial leadership and structured financial-management support for businesses that require capabilities beyond routine accounting and bookkeeping.

Request an Advisory Consultation Advisory overview
What it is intended to accomplish

Financial visibility, liquidity and readiness.

Fractional CFO engagements are designed to help management improve financial visibility, manage liquidity, prepare for financing transactions and support business decisions through better financial reporting and forecasting.

Services would be delivered under a separately agreed engagement defining scope, responsibility, deliverables, fees and duration.

Exclusions and boundaries
Fractional CFO services are distinct from any lending or financing decision. Engagements do not constitute an audit, legal opinion, tax opinion, investment advice or guarantee of credit approval.
Service components

What an engagement might cover.

Financial planning, cash-flow forecasting, financing readiness, lender-facing reporting and transaction preparation.

  1. 01

    Financial reporting review

    Assessment of management reporting, key financial metrics and reporting consistency.

  2. 02

    Cash-flow forecasting

    Short- and medium-term liquidity projections and cash-management analysis.

  3. 03

    Budgeting and planning

    Operating budgets, variance review and financial planning.

  4. 04

    Working-capital management

    Analysis of receivables, payables, inventory and cash conversion.

  5. 05

    Financial modeling

    Scenario analysis, capital requirements and financing sensitivity assessments.

  6. 06

    Capital readiness

    Organization of financial information and lender-facing diligence materials.

  7. 07

    Transaction support

    Financial coordination for refinancing, acquisitions, business transitions and other agreed transactions.

  8. 08

    Management support

    Financial analysis and periodic coordination with ownership and internal personnel.

Engagement scope

Engagement models.

  • Defined-scope financial assessment
  • Project-based advisory engagement
  • Ongoing fractional financial leadership
Onboarding considerations

Confirmed before any engagement begins.

Each engagement is set out in a separately agreed engagement that confirms:

  • Services to be provided
  • Delivery personnel
  • Engagement agreement
  • Professional liability coverage
  • Service levels
  • Pricing
  • Applicable professional or regulatory requirements
Advisory consultation

Talk through where the finance function stands.

A consultation is a conversation about the business — not an application for credit, and not a guarantee of financing or any transaction outcome.

Request an Advisory Consultation (314) 314-5366